Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-8- 16.67% |
$2.35K - $2.74K
|
40
$13.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
137+ 8.34% |
$40.3K - $46.9K
|
1.78K
$607K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
609+ 47.32% |
$179K - $208K
|
1.9K
$647K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
218+ 44.49% |
$64.2K - $74.6K
|
708
$242K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.12% |
$883 - $1.03K
|
2.6K
$887K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
619New |
$182K - $212K
|
619
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-283- 28.97% |
$83.3K - $96.9K
|
694
$237K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.32KNew |
$389K - $452K
|
1.32K
$451K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
786New |
$231K - $269K
|
786
$268K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
333+ 8.23% |
$98K - $114K
|
4.38K
$1.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 2.48% |
$427K - $497K
|
60.1K
$20.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
309+ 17.97% |
$90.9K - $106K
|
2.03K
$692K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.15K- 9.77% |
$338K - $393K
|
10.6K
$3.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-98- 10.13% |
$28.8K - $33.5K
|
869
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
29+ 1.03% |
$8.53K - $9.93K
|
2.85K
$973K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 0.82% |
$3.53K - $4.11K
|
1.47K
$502K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-845- 0.92% |
$249K - $289K
|
91.1K
$31.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
55+ 0.58% |
$16.2K - $18.8K
|
9.48K
$3.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-74- 0.76% |
$21.8K - $25.3K
|
9.71K
$3.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
37+ 4.75% |
$10.9K - $12.7K
|
816
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-230- 2.05% |
$67.7K - $78.7K
|
11K
$3.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.39% |
$883 - $1.03K
|
770
$263K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
542+ 1.61% |
$159K - $186K
|
34.2K
$11.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-562- 0.7% |
$165K - $192K
|
79.8K
$27.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7- 0.55% |
$2.06K - $2.4K
|
1.27K
$434K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
212+ 3.8% |
$62.4K - $72.6K
|
5.79K
$1.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
81+ 4.34% |
$23.8K - $27.7K
|
1.95K
$664K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
347+ 3.05% |
$102K - $119K
|
11.7K
$4.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-54.3K- 18.28% |
$16M - $18.6M
|
243K
$82.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.48% |
$1.47K - $1.71K
|
1.05K
$357K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-39- 1.1% |
$11.5K - $13.4K
|
3.5K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
50+ 5.73% |
$14.7K - $17.1K
|
922
$315K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
144+ 1.86% |
$42.4K - $49.3K
|
7.88K
$2.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
659New |
$194K - $226K
|
659
$225K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.13K- 9.88% |
$332K - $386K
|
10.3K
$3.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-25- 0.21% |
$7.36K - $8.56K
|
11.8K
$4.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 4.66% |
$22.1K - $25.7K
|
1.53K
$523K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
302+ 0.82% |
$88.9K - $103K
|
37.1K
$12.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
89+ 3.56% |
$26.2K - $30.5K
|
2.59K
$883K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
759New |
$223K - $260K
|
759
$259K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
42+ 0.76% |
$12.4K - $14.4K
|
5.6K
$1.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
720+ 6.88% |
$212K - $246K
|
11.2K
$3.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$294 - $342
|
343
$117K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.43K- 3.14% |
$421K - $490K
|
44.2K
$15.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
33+ 3.17% |
$9.71K - $11.3K
|
1.07K
$367K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-250- 2.55% |
$73.6K - $85.6K
|
9.56K
$3.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-790- 50.51% |
$232K - $270K
|
774
$264K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 2.93% |
$1.77K - $2.05K
|
211
$72K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-158- 16.04% |
$46.5K - $54.1K
|
827
$282K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
66+ 1.32% |
$19.4K - $22.6K
|
5.06K
$1.73M
|
|